WILLIAMSVILLE TEACHERS' ASSOCIATIO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JESSICA ENGLISH

Phone

7166336183

Tax Period

2022-09-01 to 2023-08-31

WILLIAMSVILLE TEACHERS' ASSOCIATION BENEFITS TRUST, founded in 2001, is a mid-sized nonprofit in the Mutual Benefit sector that reported $20.1M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS OF THE TRUST

Program Service Accomplishments

Program 1

THE TRUST PROVIDED HEALTH AND DENTAL INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE TRUST

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,457,531

Investment Income $427,406

Other Revenue $251,430

TOTAL REVENUE $20,136,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,755

Fundraising Expenses $0

Other Expenses $712,417

TOTAL EXPENSES $20,278,007

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,136,367	$17,783,425	+0.1%
Expenses	$20,278,007	$17,749,504	+0.1%
Net Income	$-141,640	$33,921	-5.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA ENGLISH	TRUSTEE	8.00	Director	$0	$0	$0
DANIEL ZAMBITO	TRUSTEE	8.00	Director	$0	$0	$0
WILLIAM GARLAPO	TRUSTEE	8.00	Director	$0	$0	$0
KEVIN VANDERMEID	TRUSTEE	8.00	Director	$0	$0	$0
GRACE SOKOLOWSKI	TRUSTEE	8.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$20,136,367	$20,278,007	$8,639,708	$-141,640
2022	$17,783,425	$17,749,504	$8,794,735	$33,921
2021	$16,346,317	$16,658,090	$9,541,357	$-311,773
2020	$15,699,638	$16,013,399	$9,496,253	$-313,761
2019	$16,873,829	$16,502,668	$10,365,120	$371,161
2018	$13,694,039	$13,960,499	$9,335,132	$-266,460

WILLIAMSVILLE TEACHERS' ASSOCIATION BENEFITS TRUST